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Invesco S&P 500 Equal Weight Utilities ETF

111 hedge funds and large institutions have $233M invested in Invesco S&P 500 Equal Weight Utilities ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 49 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
Holders Change %
0%
% of All Funds
1.79%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
14
Increased
34
Reduced
49
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FF
26
Friedenthal Financial
New Jersey
$1.83M -$11.5K -198 -0.6%
UBS Group
27
UBS Group
Switzerland
$1.81M +$734K +12,620 +68%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$1.66M -$1.02M -17,592 -38%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.56M -$73.1K -1,256 -4%
TWM
30
Tradition Wealth Management
Minnesota
$1.43M -$56.9K -470 -4%
GWM
31
Geneos Wealth Management
Colorado
$1.37M -$766K -13,170 -36%
HI
32
Harbour Investments
Wisconsin
$1.36M +$27.1K +466 +2%
DWM
33
Denver Wealth Management
Colorado
$1.26M +$1.26M +21,734 New
JWM
34
Jackson Wealth Management
Florida
$1.17M -$113K -1,936 -9%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$1.17M -$551K -9,478 -32%
SAM
36
SignalPoint Asset Management
Missouri
$1.13M +$41.1K +706 +4%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$1.03M -$17.7K -304 -2%
JPLA
38
Joseph P. Lucia & Associates
New York
$910K -$29.7K -510 -3%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$892K -$2.82M -48,512 -76%
PSF
40
Pacific Sun Financial
California
$872K -$129K -2,220 -13%
WSTAM
41
Wilbanks Smith & Thomas Asset Management
Virginia
$742K -$203K -3,498 -22%
CAG
42
Csenge Advisory Group
Florida
$688K +$228K +3,914 +49%
LNC
43
Lincoln National Corp
Pennsylvania
$684K +$9.19K +158 +1%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$655K +$97.1K +1,670 +17%
EH
45
Equitable Holdings
New York
$643K -$118K -2,032 -16%
AAS
46
Avantax Advisory Services
Texas
$624K +$90.9K +1,562 +17%
AWM
47
AE Wealth Management
Kansas
$615K -$371K -6,386 -38%
W
48
WealthOne
New York
$555K +$2.21K +38 +0.4%
SPC
49
Sigma Planning Corp
Michigan
$540K -$40.7K -700 -7%
AA
50
Advisory Alpha
Michigan
$534K -$17.7K -304 -3%